Cycle Bottom
@BULLReturns
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Retiring Investment Manager sharing their 10x10x10=1000 methodology
South East Asia
Joined May 2009
Thought of the day: Return compounding is all about timeframes in #cyclicals, 10x over 5 years reinvested in 10x over 5 years reinvested in 10x over 5 years with 1-2 year waiting between reinvestment = 1000x over 17-19 years. Are you formulating your compounding plan?.
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Our view is to self educate, we provide you the tools to compound returns at higher levels than 95% of others.
“Formal education will make you a living. Self-education will make you a fortune.”. — Jim Rohn.
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No coverage (inefficiency) to abundance of coverage often creates > 10 baggers.
Joel Greenblatt co authored this article : . How the small investor can beat the market
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That's what we do in the simplest of ways. .
"The best thing a human being can do is to help another human being know more.". — Charlie Munger.
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Multiple 50% drawdowns for 10 baggers are extremely common. most can't stay on the horse.
“When stocks are attractive, you buy them. Sure, they can go lower—I’ve bought stocks at $12 that went to $2, but then they went to $30.”. — Peter Lynch.
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Low PEs are created by high #commodity spots (scale down indicator), losses are created by low spots (scale in indicator). Overlap sector AISC with Historic Spot commodity charts to provide you a massive competitive advantage.
Buy cyclical stocks during industry downturns. They will appear to be expensive. Most analysts will be bearish. Sell them when they look cheap on earnings metrics and analysts are bullish.
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The bottoming of clear repeatable cycles is our specialty.
"Really good investment opportunities aren’t going to come along too often and won’t last too long, so you’ve got to be ready to act and have a prepared mind.". — Charlie Munger.
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Emotional discipline near #cyclical lows is in short supply providing us a material competitive advantage.
“Investing is a simple business—it requires qualities of temperament way more than it requires qualities of intellect.”. “You must supply the emotional discipline.”. — Warren Buffett.
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#coal is joining the #commodity upcycle $CKA > 10x from cycle lows.
Here we go again. #coaltwitter $YAL.AX $WHC.AX $SMR.AX $HCC $AMR $BTU #coaltwitter.
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A great incoming tailwind for pre-production #uranium producers with caps < US$120m and AISC < $45. $AEE $FSY $LAM $WUC $GXU $AEC. And where mining ban changes will occur $TOE $CXU.
"We remain really optimistic that when the [uranium] demand starts to come and utilities realize that the volumes they're looking for aren't there. we're going to find ourselves in a very similar situation that we went through in conversion." - Tim Gitzel.
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$WWI increasing coverage > 8c per share, 2H 2026.
🚨 West Wits Mining just dropped a monster DFS update: NPV DOUBLED from $246M to $500M 📈 81% IRR with $2.7B total cash flows over 12 years. This South African gold project is about to become a cash printing machine 🏆.Read on 🧾.
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Prices holding steady for Antimony since May 8th, 2025!. Expecting another quick climb in price in the weeks to come!. $60,100
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Cycle low entry points often overlap with tough times, then wonderful outcomes occur.
"The most valuable lessons are learned in tough times.". — Howard Marks.
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Independent thought is generally being against the crowd in #cyclicality.
Warren Buffett: "You need a stable personality. You need a temperament that neither derives great pleasure from being with the crowd — or against the crowd.". "This is not a business where you take polls. It's a business where you think [for yourself]."
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. do you? Greed near a cycle peak is pure stupidity.
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